Main Session – High Performance Idea Exchange

Facilitated by Neil Stanley, CEO & Founder, The CorePoint

Geri Forehand, President & CEO, Forehand Strategy Group (Beaver Creek meeting only)

The High Performance Idea Exchange provides CEOs with a unique opportunity to discover best practices and to learn from the bankers who are implementing these ideas. Attendees will share their innovative thoughts and ideas in a…

Main Session- Leveraging Survival Lessons To Ensure Future Success

Facilitated by Tom Hershberger, President & Founder, Cross Financial

The challenges and stresses of 2020 and 2021 produced significant advances in bank operations and technology utilization. This session is focused on the corporate operations and cultural lessons that produced extraordinary results for many organizations and revealed improvement challenges for others.…

Main Session- Banking on FinTech: Understanding, Navigating, and Minimizing Risk in a Digital Economy

Facilitated by Rob Fleetwood and Justin Steffen, Partners at Barack Ferrazzano Kirschbaum & Nagelberg LLP

Technology is not new to banks.  From core processors to online banking to payments, community banks have been innovators for decades.  Increasingly, however, financial products, services, and offerings have been unbundled, and the financial technology (FinTech) companies.…

Breakout Session: Industry and M&A Update

Facilitated by John Adams Principal & Head of Investment Banking, Sheshunoff & Co Investment Banking

Few expected the last two years to foster such strong bank earnings and asset quality.  As with much of the economy during 2021, bank stocks rebounded as did bank M&A activity and pricing.  With inflation persisting and interest rates set to rise,

Breakout Session: A Tailored Approach to Executive Retention and Deferred Compensation

Facilitated by: Kelly Earls and Rob Barton, Bank Compensation Consulting

A vital piece of a bank’s success is retaining the key executives that have helped the bank thrive, and a key factor in a bank’s overall success is its long-term strategy.  Looking beyond today and making critical compensation decisions regarding key employees will greatly influence the future of your institution.   Designing compensation packages that are attractive

General Session – Economic Update

Facilitated by Dr. Ed Seifried


As 2021 draws to a close, it is clear that the current elevated inflation rate will be the major economic issue facing the economy in 2021.  Plus, just as the Delta variant seems to have subsided, a new variant of Covid-19 has recently emerged.  This so-called Omicron Variant looms as a major threat to the US economy in 2022.  Fed Chairman Jerome Powell, recently proclaimed, “The recent rise in Covid-19 cases and the emergence of the Omicron variant pose downside risks to employment …..